AvePoint, Inc. · Software

AVPT

Low riskNext report: Around Nov 5 (est.)

View price ↗

The short version

A profitable company with growing sales. Institutions are adding.

Going well

Sales up 22% in the latest quarter vs a year ago
Profitable
Sales up 27% last year

Watch out for

Share count growing 8% a year

Money moves

Insiders sold $2.3M in the last 30 days, all through pre-planned sales
Institutions added 7.1% to their holdings in the quarter ending June 2026 (159 bought, 107 sold)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$16.84+2.0% that day

Company value: $3.6B; Share price times all shares
Price vs profit (P/E): 52.6x; You pay about $53 for each $1 of yearly profit
Price vs sales: 7.6x; Company value is 7.6 times a year of sales
Cash vs value: 12%; Cash as a share of company value

From AVPT's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$124.5M+22% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $466.2M, up 25% from the 12 months before. Over 5 years, sales grew about 23% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of AVPT. Starting points are the company's recent numbers.

Sales growth+25% a yearRecently: +25% a yearProfit margin15%Last 12 months: 15.3%P/E at the end40xToday: 52.6x. Many steady companies trade at 12x to 25xShare count change+9% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$1.4B

Profit in 5 years$213M

Price these guesses point to$26.22+56% vs $16.84 todayAbout +9.3% a year, before dividends

What today's price needs: with a 15% margin and a 40x P/E, sales would have to grow about 14% a year for 5 years just to match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

3/6Mixed

PassDebt under half of equityNot relying on borrowed money.No debt reported
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.8.3%
MissProfitable every yearSteady profits, not one good year.1 of 7 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$81.6M
MissShare count not growingNot diluting owners. Falling means buybacks.+26.0% in 3 years
PassGross margin 40%+Pricing power: sells for well above what it costs to make.74.1%

Revenue: $419.5M; +26.9% vs prior year
5-year growth: +22.6%/yr; revenue, per year
Total debt: None
Current ratio: 2.28x; short-term assets / bills due

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: return on equity 15%+. A checklist is a starting point for research, not a verdict.

Latest quarter

Quarter ended Jun 30, 2026

Reported Aug 6

Revenue: $124.5M; +22.0% YoY
EPS: $0.12; vs $0.01
Op. margin: 8.2%; +1.2 pts
Gross margin: 73.1%; -0.9 pts
Free cash flow: $14.7M
Share count: -3.6%; vs a year ago

Insider rating

Last 90 days

44Mixed

Pre-planned sales of $2.4M (weaker signal)

50 is neutral. Buying by more insiders, top executives and bigger stakes raises it. Selling lowers it; pre-planned sales count less.

Weekly insider trend

13 weeks agoBoughtSoldThis week

Filing buzz

Last 7 days vs normal

49/ 100

This week: 2
Normal week: 2.0
vs normal: 1.0x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Accumulating+7.1%

Institutions added 7.1% to their holdings. 159 bought, 107 sold.

Shares held by institutions141.5M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

+4.5%

Cash runwayAt last year's cash burn

Cash flow positive

Debt to equityLatest balance sheet: debt compared with what owners have

No debt reported

Shares outstandingLatest reported

212M

Earnings reports

Last 12

Next reportAround Nov 5 (est.)Estimated from the same quarter last year

Results filedAug 6
Results filedMay 7
Results filedFeb 26
Results filedNov 6, 2025
Results filedAug 7, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

No offerings, red flags or new big holders. Clean record.

Insider trades

Open-market buys and sells, last 90 days

Bought$00 insiders

Sold$2.4M1 insider, 5 pre-planned

Insider	Trade	Shares	Avg price	Value	Owns after	Date
Brian Michael BrownChief Legal Officer	Sell	35K	$16.42	$575K	225K	Oct 23Filing ↗
-13.5% of their holdings Held Held by Brian M. Brown Revocable Trust Pre-planned sale (10b5-1) Also Director Filed 3 days after
Brian Michael BrownChief Legal Officer	Sell	76K	$15.26	$1.2M	260K	Oct 20Filing ↗
-22.7% of their holdings $15.20 to $15.26 across 2 trades Traded Oct 16 to Oct 20 Held Held by Brian M. Brown Revocable Trust Pre-planned sale (10b5-1) Also Director Filed same day
Brian Michael BrownChief Legal Officer	Sell	29K	$15.15	$438K	336K	Oct 6Filing ↗
-7.9% of their holdings Held Held by Brian M. Brown Revocable Trust Pre-planned sale (10b5-1) Also Director Filed 2 days after
Brian Michael BrownChief Legal Officer	Sell	10K	$14.11	$141K	365K	Sep 30Filing ↗
-2.7% of their holdings Held Held by Brian M. Brown Revocable Trust Pre-planned sale (10b5-1) Also Director Filed 2 days after
Brian Michael BrownChief Legal Officer	Sell	10K	$13.07	$131K	375K	Sep 23Filing ↗
-2.6% of their holdings Held Held by Brian M. Brown Revocable Trust Pre-planned sale (10b5-1) Also Director Filed 2 days after